Our Profile

Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.

Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.


Michele A. Sheridan, CFP®

Director

Michele, a CERTIFIED FINANCIAL PLANNERTM Professional, has helped her clients build and manage their personal finances since 1993. As the founding member of The Sheridan Group, Michele uses a comprehensive and strategic approach to financial planning to help each client achieve and maintain the best lifestyle possible. Michele takes into account the ever-evolving aspects of clients' lives; from investments to life insurance, and everything in between. Although Michele has worked with hundreds of clients, she treats each individual with the same care and respect as though they were a member of her family.

Michele received her Bachelor of Arts with honors from Binghamton University in 1992. Michele is also a director for the Women's Fund of Herkimer & Oneida Counties and continues to work closely with the Zonta Club of Utica as well as with many other local organizations.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Matthew J. Sheridan, CFP®

Financial Advisor

Matthew began his career in the financial services industry in 2014.  He earned his Bachelor of Science degree in Mechanical Engineering in 2009 from the State University of New York at Buffalo.  He is Series 7 and 66 registered and holds his Life, Accident, & Health license.  Matthew completed his financial planning coursework at the American College of Financial Services and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2019.  This education provides the skills to understand the needs of each client and to custom tailor a financial strategy that helps them achieve financial independence.

Matthew prides himself on being a Utica native: he loves the area and its residents. His admiration for the Utica community is what influenced him to become a financial advisor to help his fellow community members realize their lifelong goals.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Jill M. Rotach

Client Assistant

Jill ensures that each client's administrative and operational needs are handled promptly and accurately, which she has successfully done since 1999.Jill meets personally with clients to better assist them and fulfill their requests. She enjoys getting to know and building relationships with each client. In addition to her day-to-day administrative duties of updating information, managing account transfers, and answering questions, she goes the extra mile to ensure clients feel well taken care of and at home with The Sheridan Group.

Jill received her Associates Degree in Secretarial Science, and is an Oneida County appointed Notary Public.

Susan E. Stys

Client Assistant

Susan's administrative skills assist The Sheridan Group and their clients plan for tomorrow. Since 2012, she has enjoyed fulfilling client requests and handling the vast administrative duties that come with private wealth management. In this role, she is able to assist clients through use of her diverse background in customer service, human resources, business management, and accounting. She also adds value as an Oneida County appointed Notary Public.

BAIRD HIGHLIGHTS